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  • Chairperson’s Corner—Emerging Content and Opportunities
    Chairperson’s Corner—Emerging Content and Opportunities Chairperson description of current MaD section ... Ortner NewsDirect, October 2021 As part of the section’s efforts to foster research, innovation, and actuarial ...

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    • Authors: Nickolas Ortner
    • Date: Oct 2021
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Relationship Management; Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: Actuarial Profession
  • From The EAS Chairperson: 2014 Areas of Focus—Service and Change
    Nicole Fende and Shasha Huang will co-coordinate EAS’s Social Media development and presence. New meeting/session/webinar ... for Entrepreneurs session to follow the Life & Annuity Symposium in May in Atlanta; Development, in conjunction ...
    • Authors: Nickolas Ortner
    • Date: Feb 2014
    • Competency: External Forces & Industry Knowledge>General business skills
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Alternative careers
  • 2013 SOA Annual Meeting – San Diego
    “mother ship.” But what is entrepreneurship, really? It’s a mindset and there are many ways to turn ideas and ... Gregarious and strong relationship builders―There’s comfort in collaborating and being supported by others; ...
    • Authors: Nickolas Ortner
    • Date: Nov 2013
    • Competency: Leadership>Professional network leverage
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Professional development
  • Timeless Thinking—The Art of War, by Sun Tzu
    earlier)—continues to hold meaning today. Beyond the treatise’s ongoing influence on military strategy and tactics ... opposition appears to have helped spread the piece’s influence, relevance and application across business ...
    • Authors: Nickolas Ortner
    • Date: May 2018
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Actuarial Profession>Entrepreneurism
  • From The EAS Chairperson: Service and Change Are the Continued Emphasis
    strong examples of the world’s evolution are presented in this quarter’s issue of The Independent Consultant: ... Columbia University, with his summary of Columbia’s “invasion” of Bermuda. Our interview with Minaz Lalani ...
    • Authors: Nickolas Ortner
    • Date: Aug 2014
    • Competency: Communication; External Forces & Industry Knowledge>General business skills; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism
  • Issue Notes from the Editors
    membership: Chairperson Kevin Pledge reflects on today's entrepreneurial environment and how the Entrepreneurial ... your clients in this issue. Future themes for Jay's ultimate total of six articles (three series of two ...
    • Authors: Nickolas Ortner, Carlos Sanchez-Fuentes
    • Date: Feb 2012
    • Publication Name: The Independent Consultant
  • Marketing and Distribution: Service/Support and Regulatory Oversight of Sales and Distribution
    for becoming an agent may also depend on the agent’s state residency. States may have different continuing ... insured’s benefit. The illegal practice of churning occurs when an agent replaces a consumer’s policy ...

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    • Authors: Nickolas Ortner, Brendan Costello
    • Date: May 2021
    • Competency: Communication; External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Actuarial Profession>Competencies; Actuarial Profession>Management skills; Actuarial Profession>Professional development; FinTech & InsurTech
  • Issue Notes from the Editors
    Issue Notes from the Editors In the May 2012 issue of The Independent Consultant, we offer articles ... invites interested parties to serve on the section’s council and consider other available opportunities ...
    • Authors: Nickolas Ortner, Carlos Sanchez-Fuentes
    • Date: May 2012
    • Competency: Communication>Written communication
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism
  • Issue Notes from the Editor
    Issue Notes from the Editor In the August 2012 issue of The Independent Consultant, we again ... membership: Chairperson Kevin Pledge revisits the EAS’s structure and the needs met and services provided ...
    • Authors: Nickolas Ortner, Carlos Sanchez-Fuentes
    • Date: Aug 2012
    • Competency: Communication>Written communication
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Entrepreneurism
  • Upcoming Professionalism Webinar—Your Credentials are There, Whether You Rely on Them or Not
    Upcoming Professionalism Webinar—Your Credentials are There, Whether You Rely ... requirements. We’re looking forward to the upcoming webinar’s new take on an old (and still vital) topic, and similarly ...
    • Authors: Nickolas Ortner
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Ethical standards; Professional Values>Practice expertise
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Code of Conduct; Actuarial Profession>Qualifications; Actuarial Profession>Standards of practice